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CRM_AA_OVERV - All Settings for Amount Allocation

Vendor Master (General Section)   General Data in Customer Master  
This documentation is copyright by SAP AG.

Amount allocation can be used to distribute an item between different partners. Amount allocation specifies the following:

• The amounts to be billed for services, tools, replacement parts, or expenditure items

• Who the bill-to party is

• How the costs are distributed

Example:
An order needs to be allocated between the customer and insurance with a percentage distribution of 80% to 20%.

To use amount allocation, you must first make the appropriate settings in the following Customizing activities:

• Define Date Profile

In this Customizing activity, you expand or define date profiles.

For amount allocations, you expand or define date profiles with the date types needed for billing plans:

,,BILL_DATE
,,DATE_FROM
,,DATE_TO
,,END_DATE
,,HORIZON
,,INVCR_DATE
,,PERIODE_DATE
,,SETTL_FROM
,,SETTL_TO

• Define Partner Determination Procedure

In this Customizing activity, you define or change partner determination procedures.

For amount allocations, assign user BUS2000240 Billing Request to a partner procedure.

• Define Transaction Types

In this Customizing activity you define or change the transaction types.

For amount allocation, define or change the transaction types for service process, service confirmation, and billing request.

The SAP standard transaction types are:

,,SRVO Service process
,,SRVC Service confirmation
,,FANF Billing request

• Define Item Categories

In this Customizing activity, you define or change item categories.

For amount allocation, you must check the item categories here.

You should pay special attention to billing relevance. Only the billing plan items for amount allocation should be relevant for billing.

• Define Item Category Group

You use the item category group to combine different products from a business perspective for item category determination. You specify the item category group for every product in the product master. In transaction processing, the system used the item category group of the product and the transaction type to determine the item category and proposes it in the document. You assign item categories to transaction types and item category groups in Define Item Category Determination.

• Define Item Categories Usages

In this Customizing activity, you define item category usages. The item category usage is entered in item category determination as a characteristic.

For amount allocations, you define item category usages in the same way as for transaction types (or transaction categories). The movement category from the billing plan line is adopted by the system as the item category usage in item category determination.

• Define Item Category Determination

In this Customizing activity, you define, per transaction type and item category group, which item categories the system proposes during transaction processing. At the same time, you can determine which item categories can be entered manually as alternatives to the system proposal. The system proposal and the possible allowed alternatives are always determined from the transaction type and one or two dependent criteria. The system proposal depends on the transaction type, item category group, item category of the higher-level item and the item category usage. Depending on the transaction type and business transaction category, not all assignments of item category to transaction type may be viable. Every item category is assigned to an item object category that should only be used in specific business transaction categories.

For amount allocations, you define the movement type (or movement category) specified in the billing plan line as the item cateogry usage.For billing request item categories, you specify this item category usage and assign it to the higher level item categories (from which the billing request items are generated).

• Define Amount Allocation Profile

In this Customizing activity, you define when an item is adopted in the billing request. This item is either adopted immediately, when you create the billing request within the service order, or only after provision of service when a confirmation is created.

• Assign Amount Allocation Profile to Transaction Type and Item Category

In this Customizing activity, you assign an amount allocation profile to the transaction types and the item categories.

• Assign Screen Profile (transaction CRMV_SSC)

Technical setting that defines the screen in which the amount allocation appears. We recommend that you use the standard settings.

• Copy Control for Transactions

• Define Copying Control for Transaction Types

In this step, you define copy controlling for transaction types. In each case you specify a source transaction type and a target transaction type and define the appropriate conditions for this combination.
You also have the option to specify a copy routine. Customers with special requirements for copy control can extend the conditions according to their requirements. You can extend your own data transfer routines using Business Add-ins (BAdI's). The available routines are displayed here.
You define the copy routines themselves in Customizing under BAdI: Enhancements for Copying Control.

For amount allocations, make sure that copy control is configured correctly between service process, service confirmation and billing request.

• Define Copy Control for Item Categories

In this Customizing activity, you define copy control for item categories.

For amount allocation, ensure that copy control is configured correctly between the item categories for the service process, the service confirmation and the billing request.

• Define Item Category Determination when Copying

In this Customizing activity, you define a special type of item category determination to be run during copying. The target item category is determined from the item category in the source transaction and the transaction type of the target transaction. This means that the transaction type of the source transaction is not relevant for item category determination.

For amount allocations, ensure that item category determination is configured correctly.

• Maintain Flow Types

You use movement types to influence item category determination by the system.

You can assign the movement types to a billing plan type. When creating billing request items, the system used the movement type for the item category. This means that the system can determine different item categories for billing request items, depending on the billing plan type.

• Define Billing Plan Types

In this Customizing activity, you define billing plan types that contain the basic criteria for creating the billing plan. In the billing plan type, rules from financial mathematics can be applied to create items for a billing request.

• Define Customer Billing Plan Procedure

In this Customizing activity, you define the customer billing plan procedure for amount allocation that the system uses to determine the billing plan type. The billing plan procedure must be saved with the business partners in role sold-to party, so that the subscreen is displayed in the amount allocation tabstrip.

• Assign Billing Plan Type to Business Transaction Type

In this Customizing activity, you assign a billing plan type to the transaction categories for which a billing plan can be created. This ensures that a billing plan can be created at header level.

• Assign Billing Plan Type to the Item Category

In this Customizing activity, you assign a billing plan type to the item categories for which a billing plan is needed. This assignment is made in order to create a billing plan for an order item.
A precondition for this is that in item category determination you have assigned the appropriate subitem categories to all the item categories for which a billing plan needs to be created. This is done so that the system can create billing request items for a billing plan.

• Assign Item Category to CRM Billing (Transaction BEA_ITC_DET)

You assign a combination of transaction type (i.e. the process category of the source application) and item category of the relevan CRM business transaction to the item category for CRM Billing. The item category for Billing characterizes the billing due list item and the billing item. The properties are stored in Customizing for item categories.

• Assign Partner Functions to the Billing Plan Type

In this Customizing activity, you assign a billing plan type to the partner functions.

For amount allocations, define which partner functions are valid for amount allocations.

• Define Grouping for Amount Calculation

In this Customizing actvity, you define the grouping for amount allocation.

For amount allocations, you define groupings in which you can summarize allocation rules.

You can use BAdI: Define Grouping for Amount Allocation to automatically derive the group for amount allocation. In this case, manual entry in field Group in the order is no longer required.

• BAdI: Amount Allocation - Derivation for Account Assignment is used to determine characteristics for the profitability segment (CO-PA).

In order to use amount allocation in a service order or a service confirmation, you must also adjust the following master data.

The sold-to party for the CRM billing request item must be created in the system as a customer master record.

Fill RESBD Structure from EBP Component Structure   Vendor Master (General Section)  
This documentation is copyright by SAP AG.

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